Job description

Team Lead-IM Ops Reporting Location: Mumbai (Goregaon East) Candidate Expectations: Candidate must have 3+years of experience in investment operations in asset management and reporting Demonstrates a clear understanding of the business they support and client requirements Well versed with MS office ? Outlook (Email Management), Excel (Sql, writing macros, Lookup, Formulas, Pivots etc.), Word & PowerPoint. Relevant prior experience in client reporting / service will be an added advantage Job Description: Basic understanding of various financial products its performance & cash flows. Strong analysis and problem- solving skills required. Ability to facilitate and execute the analysis of data and technical issues. Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients? requests Exhibit a strong sense of urgency, accountability, ownership Ability to follow-up & work with teams at off-shore / remote locations Ability to identify and escalate risk issues to stakeholders Reporting to Internal and External clients - production, handling queries & data requests Maintaining a task list and following up with other teams responsible for data /reports sourced from them Tracking each deliverable per the deadlines set and ensuring no lapses occur Following maker & checker process for each deliverable with zero tolerance for inaccuracy Periodic Risk and Exception reporting to senior management Involvement in projects related to the job function Following up with IT for any development needs or issues raised with the current reports Strong client service focus, interpersonal and excellent verbal & written communication skills. Flexibility with shifts

Skills Required

Key Skills

• ASSET MANAGEMENT
• REPORTING
• DASHBOARD

Other Information